Trajan Wealth LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Trajan Wealth LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Trajan Wealth LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Trajan Wealth LLC holds 109,348 shares of SGOV stock, worth $11 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
109,348
Previous 112,424
2.74%
Holding current value
$11 Million
Previous $11.3 Billion
3.12%
% of portfolio
0.61%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
781Shares Held
112MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio